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LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$23.45
Change-$0.95 (-3.89%)
VolumeN/A
Net Assets361.22M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
LCBDX vs RMFEX Comparison Chart
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LCBDX vs. RMFEX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LCBDX (361M). LCBDX pays higher dividends than RMFEX: LCBDX (3.51) vs RMFEX (1.61). LCBDX was incepted earlier than RMFEX: LCBDX (12 years) vs RMFEX (23 years). LCBDX (1.06) is less costly to investors than RMFEX (0.62). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LCBDX: RMFEX (250) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 10.68 vs. RMFEX (7.10). LCBDX return over 5 years is better than : 137.09 vs. RMFEX (78.86).
| LCBDX | RMFEX | LCBDX / RMFEX | |
| Total Expense Ratio | 1.06 | 0.62 | 171% |
| Annual Report Gross Expense Ratio | 1.06 | 0.62 | 171% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.744 | 2.891 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 103B | 0% |
| Annual Yield % from dividends | 3.51 | 1.61 | 218% |
| Returns for 1 year | 10.68 | 7.10 | 150% |
| Returns for 3 years | 26.64 | 12.51 | 213% |
| Returns for 5 years | 137.09 | 78.86 | 174% |
| Returns for 10 years | 80.16 | 70.99 | 113% |
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